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Salesforce
CRM

Overview Fund Activity

2,576 hedge funds and large institutions have $210B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 435 funds opening new positions, 981 increasing their positions, 904 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,576
Holders Change
+304
Holders Change %
+13.38%
% of All Funds
37.76%
Holding in Top 10
143
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+57.14%
% of All Funds
2.1%
New
435
Increased
981
Reduced
904
Closed
97
Calls
$5.06B
Puts
$6.9B
Net Calls
-$1.84B
Net Calls Change
-$215M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.96B
2
Capital International Investors
Capital International Investors
California
+$1.56B
3
Coatue Management
Coatue Management
New York
+$564M
4
State Street
State Street
Massachusetts
+$491M
5
DZ Bank
DZ Bank
Germany
+$468M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.76B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$484M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$468M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1526
AlphaCore Capital
California
$1.02M +$9.74K +37 +1%
IRC
1527
Investors Research Corp
Georgia
$1.02M -$107K -405 -9%
AAM
1528
Augustine Asset Management
Florida
$1.01M -$7.89K -30 -0.8%
OIM
1529
Oder Investment Management
California
$1.01M -$7.63K -29 -0.8%
EFG
1530
Everhart Financial Group
Ohio
$1M +$54.7K +208 +6%
LCM
1531
LCM Capital Management
Illinois
$1M +$3.16K +12 +0.3%
FW
1532
FirstPurpose Wealth
Utah
$994K +$17.1K +65 +2%
RIA
1533
Realta Investment Advisors
Delaware
$991K +$236K +897 +31%
BAM
1534
Byrne Asset Management
New Jersey
$988K +$880K +3,299 +815%
SYBT
1535
Stock Yards Bank & Trust
Kentucky
$988K -$95.8K -364 -9%
SIC
1536
Salem Investment Counselors
North Carolina
$987K +$38.2K +145 +4%
KW
1537
KWB Wealth
California
$985K +$985K +3,745 New
PM
1538
Parametrica Management
Hong Kong
$985K +$985K +3,743 New
AIC
1539
Argus Investors Counsel
New York
$982K +$982K +3,731 New
BDFN
1540
Bond & Devick Financial Network
Minnesota
$979K -$59.5K -226 -6%
SWM
1541
Scissortail Wealth Management
Oklahoma
$978K +$978K +3,399 New
CFMC
1542
Curbstone Financial Management Corp
New Hampshire
$978K – – –
HSA
1543
HBK Sorce Advisory
Pennsylvania
$978K -$129K -489 -12%
AWM
1544
Angeles Wealth Management
California
$976K +$71K +270 +8%
RTC
1545
Riverview Trust Company
Washington
$975K – – –
NFSG
1546
Newbridge Financial Services Group
Florida
$974K +$196K +743 +25%
ACM
1547
Advisors Capital Management
New Jersey
$972K +$24.2K +92 +3%
SI
1548
Scharf Investments
California
$968K +$968K +3,678 New
HAG
1549
HF Advisory Group
Maryland
$963K -$216K -821 -18%
PPWM
1550
Paragon Private Wealth Management
Kentucky
$962K +$962K +3,655 New
60 61
62
63 64